We began mailing the 2020 tax organizers to all of our existing and new clients this week so keep an eye open for an envelope from us. If you are an existing client, the organizers will have your relevant information from your 2019 tax return. Although we find these organizers very helpful to make sure nothing is missed, they are optional. If you choose to use them, please complete as soon as you can and send them back with any supporting documents.

Regarding sending data to us, we are excited to announce the launch of a new client portal that will allow for a more efficient and secure method to transfer information between us. You can use this portal to easily send the organizer back to us along with W2's, 1099's, mortgage statements and other supporting documents. Likewise, we can use this portal to send tax returns and other forms back to you.

In the coming days, look for an invitation from the e-mail address shown below (in case it goes to spam) along with instructions on how to register for this new tool

We are also happy to announce that this year's version of our tax software will allow for electronic signature via DocuSign. We think this will be a useful feature to get signatures back more easily on certain documents (like the 8879 e-File Authorization form). We are happy to absorb the added cost of using this service this year as we give it a test run!